Bristol John W & Co Inc (New York)

Name: Bristol John W & Co Inc
Address: 48 Wall Street, New York, NY, 10005
Telephone: 212-389-5880

Bristol John W & Co Inc is a large advisory firm based in New York. It manages $5.68 billion of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001.

Bristol John W & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bristol John W &: assets under management

The assets under management (AUM) of Bristol John W & Co Inc is $5.68 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.77 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bristol John W & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bristol John W & Co Inc

Robert E Diefenbach has been acting as President since 1 Feb 1984. James Allyn Engle joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles H Mott	President	1 Jun 1978	25% - 50%	341573
William D Washychyn	Secretary, director	1 Jan 1982	Other	4346242
Robert F Coviello	Director	1 Feb 1983	Other	4346351
Robert E Diefenbach	Director	1 Feb 1984	Other	4346353
Timothy Werner Hurckes	Director	1 Sep 1989	Other	1309491
Richard E Lyall	Director	1 Jul 1993	Other	4346364
Tom T Hamilton	Director	1 Jun 1997	Other	4346365
James Allyn Engle	Director	1 Mar 2000	Other	1162041

Based in New York

The principal office where Bristol John W & Co Inc performs its advisory services is located at 48 Wall Street, New York, NY 10005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-389-5880 or by fax 212-389-5885. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.jwbristol.com.